Steve Schonfeld’s Phillips Edison & Co PECO Stock Holding History

Steve Schonfeld’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,307	Closed	-$947K	–	2907
2026 Q1	$947K	Buy	+25,307	New	+$941K	0.01%	1124
2025 Q3	–	Sell	-397,299	Closed	-$13.9M	–	2479
2025 Q2	$13.9M	Buy	+397,299	New	+$14.1M	0.09%	245
2024 Q4	–	Sell	-243,298	Closed	-$9.17M	–	2292
2024 Q3	$9.17M	Buy	243,298 +234,898	+2,796%	+$8.38M	0.06%	322
2024 Q2	$275K	Buy	+8,400	New	+$274K	﹤0.01%	1724
2023 Q1	–	Sell	-34,000	Closed	-$1.08M	–	2510
2022 Q4	$1.08M	Buy	34,000 +600	+2%	+$18.4K	0.01%	1100
2022 Q3	$937K	Sell	33,400 -253,449	-88%	-$8.33M	0.01%	1313
2022 Q2	$9.58M	Buy	286,849 +207,038	+259%	+$7.03M	0.09%	281
2022 Q1	$2.75M	Sell	79,811 -77,589	-49%	-$2.55M	0.02%	631
2021 Q4	$5.2M	Sell	157,400 -83,500	-35%	-$2.68M	0.05%	457
2021 Q3	$7.4M	Buy	+240,900	New	+$7.07M	0.08%	336

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's PECO Position: Q2 2026 in Review

Steve Schonfeld sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 25,307 shares — an estimated $947K sold.

Steve Schonfeld first reported a position in PECO in Q3 2021 and held it in 10 quarters. The position peaked at $13.9M in Q2 2025. 442 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Steve Schonfeld reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 25,307 Phillips Edison & Co shares in Q2 2026, an estimated $947K.
Steve Schonfeld first reported a position in Phillips Edison & Co in Q3 2021 and held it in 10 quarters.
Steve Schonfeld's Phillips Edison & Co position peaked at $13.9M in Q2 2025.
442 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.